A view from Taj Samundra (Colombo)

A surprisingly positive experience with Air India

After an amazing 5-day trip in Sri Lanka, we were to catch a late night Air India flight from Colombo to New Delhi. The flight was delayed to due an engine malfunction. First by an hour. Then another hour. And four-hours later, when the repair work finished, the flight pilot’s shift had already ended! An emergency flight was planned and it was supposed to arrive 20-hours later! Air India sent all the passengers to a complimentary all-inclusive stay in Taj Samundra. ...

The Indian startup bubble is insane

Bengaluru-based Postman, a API management product, has raised a total of $433 million valuing it at ~$5.6B. Its revenue was $171M in 2023. As a comparison, Rubrik with ~$850M ARR is valued at $6B or about 7 times its revenue. The same metric would put Postman’s valuation at $1.2B. I would argue further that Postman has much lower stickiness and will face higher churn and hence, the revenue multiple would be lower for Postman. ...

Yak ride

5 days in Gorkhaland (West Bengal) and Sikkim

The northern part of Bengal known as Gorkhaland and Sikkim is the Nepali-speaking region of India. This part is known mostly for its mountainous beauty. If you are flying in, Bagdogra is the closest airport. The airside of this airport is congested, so, I would recommend not to check-in too early.

Kerala Backwaters

Four days in Kerala (Munnar, Thekkady, Aleppey)

We decided to do a packaged tour of Kerala, “God’s own country.” The tour included round-trip flights from Delhi to Kochi, a taxi for the full journey, and all the hotel stays.

The clash of cultural expectations

“I need the address.", the immigration official shouted at her, as she, a septuagenarian Indian woman, with her limited English, repeatedly, pointed to the paper containing the phone number of her daughter.

A visit to Gadar Memorial in San Francisco

Getting Inside After getting misdirected once to 436 Hill St, San Francisco which is the old original address which does not exist anymore, I eventually reached 5 Wood St, San Francisco. It was the time of sunset, I knew I was late, but finally, it felt good to see a nondescript apartment marked “Gadar memorial”. Least, I expected locked doors. I did not drive 40 miles to stand in front of this locked door. There must be a way to get in, I contemplated, as I noticed an Indian woman walking upstairs towards me. “I am here to see Gadar Party’s office”, I asked as she stammered while replying in English. “हिंदी बोलती है आप ?”, I inquired. “जी हाँ”, she confirmed. “मैं आशीष, south bay से आया हूँ ग़दर स्मारक देखना था । “, I said, while pointing towards the building. “आपके पास consulate से permission है?”, she asked. “consulate से permission?”, I inquired. “consulate से बिना permission लिए यहाँ आना मना है । “, she confirmed. Even for bureaucratic Indian govt, taking permission from the consulate to visit a first world war era memorial is perplexing. I believe this is the only such Indian memorial in the western hemisphere. Of course, I was not ready to yield and drive back another 40 miles before paying the homage. We both stood there motionless with an awkward silence. Someone had to blink, thankfully, she did. “एक बार मैं अपने husband से बात करती हूँ । “, she said. She unlocked the door and went inside, and after some chatter, they both came out, and after some quick conversation, he allowed me in to visit the memorial. The rest of the discussion with them was pretty friendly. ...

Thoughts on Bureaucrats, Technocrats and Politicians

Bureaucrats take the actions which are justifiable (by book or by order of their superiors), they care less about consequences (in case there are multiple possible actions, they let the politician decide the appropriate action). Technocrats take the actions which (according to their analysis) have best (long term/short term) consequences, they care less about how harsh the action could be on certain individuals and their logical thinking usually fails to take into account the law of unintended consequences like Cobra Effect. ...

Beyond Numbers: Dealing with terrorism in India

Let’s start with a small exercise. Trying searching for the list of Sept 2011 victims or for the list of London Bombing victims. In each case, more than half of the results on the first page lead to a list of names along with the photos and life stories of those people. Now, trying searching for the list of Hyderabad blast 2013 victims, you would get a few results like this which lists the names of the people but where are their photos and life stories? ...

Random Thoughts: Rape and The Indian Blame Game

After the Delhi gang-rape case, there has been a sudden upsurge in traditional as well as social media over rape in India. As usual in such cases, the initial reaction is to find someone to blame. And in this case, the onus of the blame has been put on Patriarchal Indian Society - without realizing that more rapes happen in the not-so-patriarchal USA Indian masculinity - “who feel threatened by women asserting their identity” without realizing that rapes happen even with infants, senior citizens, visually challenged, mentally challenged and homely women in conservative villages of Haryana to Kerala. Indian Police - as if police officials are omniscient and should be present before the crime happens Honey Singh - I am expecting a petition against Vatsyayana next This blog post is a collection of thoughts about the same.

Book Summary: Breakout Nations by Ruchir Sharma

The book provides a nice summary of economic events of the recent past (~50 years) and builds upon the case for the coming 10 years. The book is divided into 14 different chapters covering emerging as well as frontier nations, the latter being less liquid and smaller than emerging.